Thomas Quinn, Author at Xponance | Asset Management and Investment

Persistence of the Nimble: Understanding Boutique Manager Alpha

Thomas Quinn — Fri, 21 Nov 2025 21:17:20 +0000

Boutique investment managers have durable structural advantages that can lead to enhanced alpha generation.

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Tariffs, Tensions, and Opportunities

Thomas Quinn — Wed, 15 Jan 2025 20:31:32 +0000

Understanding the interplay of policy, market sentiment, and regional dynamics is critical for successful investment positioning in this era of renewed protectionism and global economic realignment.

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When does the Tortoise beat the Hare in Value Investing?

Thomas Quinn — Tue, 03 Sep 2024 17:16:38 +0000

Within low turnover value strategies, we explore how the market conditions at the time of a strategy’s inception can have a lasting impact on its performance for years.

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Multi-Manager Platform: Q3 2023 Update

Thomas Quinn — Wed, 25 Oct 2023 19:37:23 +0000

In recent years, the investment landscape has been significantly influenced by unprecedented monetary and fiscal stimuli, leading investors to focus on changes in inflation. But the front lines for significant government and central banks’ war against inflation have significantly diverged.

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Multi-Manager Platform: Q2 2023 Update: Navigating the Lopsided Impact of Generative A.I. in Global Markets

Thomas Quinn — Thu, 27 Jul 2023 13:23:55 +0000

In a paper entitled Generative AI - Hope, Hubris, or Harrowing, our CIO, Tina Byles Williams, explored the medium to long-term effects of Generative AI on the economy, financial markets, and broader society. The task for investment managers now lies in navigating this promising yet unpredictable future, particularly as the market has priced in substantial premiums for those perceived to be the primary beneficiaries of this emerging technology.

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Multi-Manager Platform: Q1 2023 Update: Old Wisdom for New Risks: Navigating Market Uncertainty in Multi-Manager Portfolios

Thomas Quinn — Fri, 28 Apr 2023 14:42:31 +0000

In an ever-evolving investment landscape, the success of active managers extends beyond traditional fundamentals and analyst outlooks. Macro and geopolitical risks have taken center stage, transforming manager evaluation and portfolio construction.

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Growth and Value Uncovered: What Kinds of Managers Are Winning And Losing?

Thomas Quinn — Tue, 02 Jun 2020 05:27:05 +0000

Growth managers have been outperforming core benchmarks and value managers by a wide margin the past 3+ years (Chart 1). In this analysis, we dig a little deeper to see what investment approaches ...

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